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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,760 | $196,972-87.9% | $182,262-87.0% | $198,609-88.0% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 22.22% | 158.27%-136.1pp | 140.60%-118.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $3,487 | $5,364-35.0% | $5,046-30.9% | $5,055-31.0% |
| Participant deferral / active EE | $4,691 | $8,643-45.7% | $8,276-43.3% | $6,977-32.8% |
| Admin fee / account holder | $105 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |